My purpose for writing this blog is to help improve health and create wealth for those who read it. I will write about insurance, investment, healthcare, current affairs and about myself. Should you have enquiry, drop me an email at akhiat@pacific.net.sg.

Friday, July 25, 2008

I recently read the July08 Toastmaster magazine and an article on "Giving Effective Financial Presentations with Powerpoint" attracted me. I like to share with you what I had learnt. Perhaps you can use one or two points if there is a need.

1) The story in your presentation

* Know what story you are trying to get across and skip anything that distract from that story.

* It may be a story of a new company with promising growth or a story about meeting market challenges, etc

* Tell your story with Simplicity and Clarity

2) Limit the amount of Infomation on each slide

* Do not show a slide with more than 4-6 columns and 6-8 rows

* Audiences cannot read or retain complex information from slides

* Detailed financial reports can be given as separate handouts to audiences for them to refer

3) Use Charts Effectively

* Charts can explain a thousand words and audience will be focused on it

* Pie charts can show how an investment allocations are changing

* Bar charts can compare and line charts can show trends, etc

4) Use a readable font and font size

* Tahoma, Verdana or Goudy are good to use for screen viewing

* Keep it simple. Avoid using Blocky fonts, Wordarts and animations. It can make your presentation amateurish.

* Font size of probably 32 and above are recommended

5) Use appropriate slide transitions

* Some transitions like wagon wheels and venetian blinds can be distracting

* Use just 1 simple transition like a left-to-right wipe and stick to it

Thank you for visiting my blog

Khiat Han Hwee Adrian

I worked as a Shipping Executive before I switched to be a Financial Adviser 5 years ago. My job was very stable then but I wasn't happy with my 9-5 routine. I eventually pursued this career because I found meaning in helping people with their finance, especially towards insurance and investment planning.

It took my family and friends by surprise because I am known to an introvert who couldn't string words properly. My family are dead against it because they felt that I can't survive the industry and that I had wasted my education and a good career.I have an average IQ and certainly not the most knowledgable adviser. However, I assure my professionalism and integrity to give my clients the best value. Do drop me an email if you like to seek my opinion on your finance.